13F Filings History of Centennial Wealth Advisory LLC

Latest 13F report
Q3 2025 - Oct 22, 2025
Value $
$359M
Signature - Title
Luke Mooi - Chief Compliance Officer
Location
Traverse City, MI
Summary
This page shows a list of all the recent 13F filings made by Centennial Wealth Advisory LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Centennial Wealth Advisory LLC reported 160 stock holdings with total value $359M as of Q3 2025. Top holdings included BUFD, AVIG, IVV, BUFR, and BUFQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 160 $359M +$37.3M -$10.2M +$27.2M BUFD, AVIG, IVV, BUFR, BUFQ 13F-HR 10/22/2025, 10:57 AM
Q2 2025 150 $314M +$50.9M -$28.9M +$21.9M BUFD, AVIG, IVV, BUFR, BUFT 13F-HR 7/17/2025, 05:27 PM
Q1 2025 146 $275M +$51.1M -$26M +$25.1M BUFD, IVV, AVIG, BUFT, BUFR 13F-HR 4/21/2025, 12:25 PM
Q4 2024 141 $255M +$33.9M -$36.4M -$2.57M BUFD, SPYG, BUFR, BUFQ, AVIG 13F-HR 1/27/2025, 03:41 PM
Q3 2024 149 $257M +$58.7M -$43.3M +$15.5M BUFD, AVIG, IVV, BUFR, BUFT 13F-HR 10/30/2024, 02:00 PM
Q2 2024 139 $231M +$38.3M -$27.6M +$10.7M BUFD, IVV, BUFR, BUFT, SPYG 13F-HR 7/22/2024, 04:22 PM
Q1 2024 137 $216M +$30.1M -$18.2M +$11.9M BUFD, BUFR, IVV, BUFT, IWY 13F-HR 4/22/2024, 04:58 PM
Q4 2023 131 $195M +$98.4M -$98M +$466K BUFD, BUFR, BUFT, IVV, SPYV 13F-HR 1/17/2024, 09:54 AM
Q3 2023 138 $186M +$31.3M -$31.5M -$196K IVV, JAAA, SPLG, FLRN, SGOV 13F-HR 10/10/2023, 04:07 PM
Q2 2023 126 $192M +$18.8M -$21.2M -$2.41M IVV, BIL, SPLG, JAAA, FLRN 13F-HR 7/17/2023, 04:37 PM
Q1 2023 123 $188M +$44.1M -$38.5M +$5.53M IVV, BIL, JAAA, SPLG, FLRN 13F-HR 4/13/2023, 01:45 PM
Q4 2022 121 $179M +$43.1M -$41M +$2.07M FLRN, BIL, SPYV, JAAA, SPSB 13F-HR 1/17/2023, 12:38 PM
Q3 2022 110 $170M +$40.7M -$43.6M -$2.84M IVV, FLRN, LQDH, JAAA, SPSB 13F-HR 10/12/2022, 02:02 PM
Q2 2022 119 $178M +$63.1M -$51.6M +$11.4M ITOT, SPSB, SPLG, SPTM, FLRN 13F-HR 7/12/2022, 04:07 PM
Q1 2022 103 $183M +$52.9M -$40.3M +$12.7M SPLG, SPTM, FNDX, GLD, RSP 13F-HR 4/18/2022, 04:07 PM
Q4 2021 95 $177M +$36.9M -$36.9M -$44.7K SPLG, SPTM, IVV, SPYG, RSP 13F-HR 1/13/2022, 10:51 AM
Q3 2021 81 $167M +$30.1M -$21.3M +$8.72M SPYG, IVV, RSPT, SPTM, SPLG 13F-HR 10/8/2021, 02:01 PM
Q2 2021 85 $160M +$46.1M -$43.2M +$2.94M RSPT, SPTM, SPLG, SPYG, RSP 13F-HR 7/13/2021, 03:29 PM
Q1 2021 77 $151M +$29.3M -$20.8M +$8.51M RSPT, SPLG, SPTM, RSP, GLD 13F-HR 4/14/2021, 01:34 PM
Q4 2020 69 $141M $0 $0 RSP, GLD, TLT, RSPT, AGG 13F-HR/A 1/26/2021, 12:57 PM
Q4 2020 70 $119M $0 $0 AAPL, USMV, VUG, QQQ, VIG 13F-HR 1/25/2021, 03:30 PM